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Quarterly Newsletter


The latest 401(k) Today Quarterly Newsletter

Real reason for optimism. About that light at the end of the tunnel, it might not be the headlight of the locomotive after all.

Predicting market is anyone's guess. Black Swan this, Black Swan that. It seems like the term "Black Swan" is on everyone's lips these days and is even in the title of a John Bogle speech.

For '08, rethink investments. With respect to considering this year's investment strategy, I feel like I'm in one of those submarine movies where the speakers are crackling, "Dive. ... Dive!"

 

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2008:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
2007:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
2006:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
2005:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
2004:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
2003:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
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2001:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
2000:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr
1999:  4th Qtr   3rd Qtr   2nd Qtr   1st Qtr

 

Articles


We never stop working to offer the best advice to our clients. That’s why Stephen Butler has written numerous articles and been quoted extensively.

Access to Steve’s weekly columns in the Contra Costa Times is just a fingertip away!

Steve’s Latest Columns …

June 16, 2008 - Reverse mortgages could be big
Johnny Carson was being interviewed on a park bench a few years ago, and when he saw a pigeon strutting around his feet he looked down at it and said, "Any messages for me?"

June 9, 2008 - Optimism risky with 'target distribution'
I've worried about things all my life and nothing really bad has ever happened, so it must be a system that works.

June 2, 2008 - Health care on corporate agenda
The Securities and Exchange Commission just decided to let corporate shareholders vote on proposals to have their corporations endorse national health care.

May 26, 2008 - Dividends scratch itchy investors
Remember the "Seven Year Itch?" It was a movie starring Marilyn Monroe, but the term applied to the statistic illustrating that marriages tended to fail most often at that seven-year mark.

May 19, 2008 - New 401(k) law great for investors
Sometimes it takes an act of Congress to straighten out a few kinks in the financial services sector.

May 12, 2008 - Downsizing life's rich expectations
Lets assume, for a moment, that we are headed into a period of time when we may all have to be a little less self-indulgent.

May 5, 2008 - Saving better than earning
Ben Franklin was apparently a big fan of nudity and wrote about the value of what he called "air baths." He's more commonly known, however, for being one of the earliest champions of the personal growth movement spouting aphorisms about getting to bed early, eating apples, and pointing out that "a penny saved is a penny earned."

 

401(k) News

 

The Internal Revenue Service has announced the annual cost-of-living adjustment of various dollar limits for qualified retirement plans.

 

Benefit News

 

Check here for the latest news and information regarding Healthcare, Flexible Benefit Plans, Pre-Tax Commuter Expense Reimbursement Programs, and COBRA.

Mandatory changes for debit cards effective January 1, 2008.

Three Myths of a Single Payer Health Care System

 

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Designing, Maintaining and Maximizing Your Company’s Plan

bookLooking for in-depth information on how to design, maintain and maximize your organization’s 401K plan?

Then 401(k) Today by Stephen Butler is the practical, easy-to-read guide for you!

To order your copy today, please call Pension Dynamics at (925) 956-0505

 

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